Merrill Lynch Financial Advisor Kay Sullivan - Monterey (CA)

Joe Iacovazzi I have known Brent Herrera through a referral networking group for about a year and have heard the type of service he provides his clients. Even with that knowledge, my wife and I were absolutely blown away by Brents service to our needs in getting us coverage for a Term Life insurance policy. This was a challenging case due to health issues in the family. From the initial request for documentation, to medical records requests, to underwriting, to final decision (approved!), the process began in October 2022 and finalized in March 2023 - nearly 6 months... and Brent was by our side every step of the way. He facilitated all outstanding requests and clarified questions on our end so that we were ensured that everything requested was properly completed and accepted. Whether youre in need of a new policy, need a review of your current policy, or just want all around education on life, disability, and/or long-term care insurance coverage and benefits, look no further and get in contact with Brent Herrera TODAY!

Juan Velazquez Thank you Blanca, for walking me thorough the added policy of my newly teen driver, you were very comprehensive to my questions and needs, better yet, you got me the best price value without breaking the bank. I will highly recommend you!

Adam Dost This review is specifically for Sandra Arias. She is exceptionally professional, understanding and amazingly patient with my complicated insurance policies. She communicates very clearly, has tremendous knowledge in her field, attentive and follows through on all action items. I am very happy with Sandra and will continue with this companys services simply because of her great customer service. Thank you Sandra and please keep up the great work.